Roles

Built for everyone on your project.

The right tools for site teams, project managers, departments, contractors and company administrators, all in one platform.

  1. Site engineer

    Keep the site moving by reporting issues, following up and closing work from the field.

    What they do daily

    • Report site issues with photos
    • Work on their assigned items
    • Submit daily reports

    What they can see

    • Their assigned work
    • Project issues and status
    • Requests and tasks for their project
  2. Project manager

    Keep the project on track, remove blockers and make sure every item is owned and on time.

    What they do daily

    • Assign issues and requests
    • Follow up on overdue work
    • Approve and close work

    What they can see

    • All project work and status
    • Ball in court across teams
    • Daily reports and roll-ups
  3. Department member

    Procurement / MEP / design

    Answer requests from site teams, provide what is needed and keep work moving.

    What they do daily

    • Review and answer requests
    • Provide materials, drawings or approvals
    • Update status and add comments

    What they can see

    • Requests for their department
    • Linked issue details
    • Due dates and items waiting on them
  4. Contractor

    See and complete only the work assigned to your company.

    What they do daily

    • Work on assigned issues and tasks
    • Update progress and add evidence
    • Hand work back for approval

    What they can see

    • Only their company’s work
    • Details and files of those items
    • No internal notes
  5. Company admin

    Set up the company, projects and users, and keep the system working for all teams.

    What they do daily

    • Create projects and project teams
    • Manage users and roles
    • Set up departments

    What they can see

    • All projects and company data
    • Users, roles and departments
    • Audit trail of every change

Role permissions at a glance

What each project role can do. Each person gets one role per project.

Manager Engineer Inspector Contractor Viewer
Read project workAllowedAllowedAllowedOnly items assigned to their companyAllowed
Report issuesAllowedAllowedAllowedNot allowedNot allowed
Comment and add photosAllowedAllowedAllowedOnly items assigned to their companyNot allowed
Work on assigned itemsAllowedAllowedAllowedOnly items assigned to their companyNot allowed
Send department requestsAllowedAllowedAllowedNot allowedNot allowed
Submit daily reportsAllowedAllowedAllowedNot allowedNot allowed
Verify and closeAllowedNot allowedAllowedNot allowedNot allowed
Manage members and approvalsAllowedNot allowedNot allowedNot allowedNot allowed
See internal notesAllowedAllowedAllowedNot allowedNot allowed
  • Allowed
  • Only items assigned to their company
  • Not allowed
  • Company owners and admins see and manage every project. Members see only the projects they belong to.
  • Department membership is company-wide. A department manager assigns work within the department and sees its dashboard.

See how it fits your team.

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